This 1.5-hour summit (CE Credit score eligible) will present important insights for advisors contemplating the leap to independence. A report variety of monetary advisors are making the shift from wirehouses to embrace independence as RIAs – whether or not by launching their very own companies, becoming a member of established ones, or choosing a hybrid method. From evaluating expertise must navigating the transition course of, this occasion equips advisors with the instruments and data they should success.
SESSION 1
2:00-2:30 PM ET – The Necessities of Independence
Key concerns earlier than making the transition, together with compliance, shopper communications, and workforce readiness.
Sponsored by
SESSION 2
2:30-3:00 PM ET – Past the Breakaway: Designing a Scalable and Sellable Agency
Breaking away is simply the beginning—scaling and promoting your agency begins with good actual property selections. Must you hire or personal? How do lease phrases impression development and valuation? This session explores the often-overlooked nuances of securing the fitting house and its long-term impression in your agency’s success.
Sponsored by
SESSION 3
3:00-3:30 PM ET – Constructing Your Tech Stack
What instruments and options are important for a clean transition and ongoing operations? Uncover must-have expertise to set your apply up for fulfillment in the present day and past.
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.
